H&H Retirement Design & Management Inc Closed Holding Positions

H&H Retirement Design & Management Inc

  • $169 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
J P Morgan Exchange Traded F
Q2 2022 Filed on Aug 03, 2022
82,749
N/A
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q2 2022 Filed on Aug 03, 2022
3,274
N/A
DTEC
Alps ETF Tr Disruptive Technol

ETFs
Q2 2022 Filed on Aug 03, 2022
6,360
$31.81 - $43.7 $202K - $278K
AGZ
Ishares Agency Bond ETF

ETFs
Q1 2022 Filed on Apr 11, 2022
6,261
$112.17 - $116.88 $702K - $732K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
Q1 2022 Filed on Apr 11, 2022
13,162
$53.89 - $55.59 $709K - $732K
VGSH
Vanguard

ETFs
Q1 2022 Filed on Apr 11, 2022
5,489
$59.19 - $60.79 $325K - $334K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q1 2022 Filed on Apr 11, 2022
46,335
$21.31 - $22.2 $987K - $1.03M
STAG
Stag Industrial, Inc.

Real Estate
Q1 2022 Filed on Apr 11, 2022
7,392
$38.14 - $47.0 $282K - $347K
ICF
Ishares Tr

ETFs
Q1 2022 Filed on Apr 11, 2022
4,201
$64.57 - $75.32 $271K - $316K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2022 Filed on Apr 11, 2022
41,252
$13.13 - $14.91 $542K - $615K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2022 Filed on Apr 11, 2022
15,576
$34.86 - $39.14 $543K - $610K
HYG
Ishares Tr

ETFs
Q1 2022 Filed on Apr 11, 2022
8,632
$79.97 - $86.97 $690K - $751K
AAXJ
Ishares Msci All Country Asia

ETFs
Q1 2022 Filed on Apr 11, 2022
4,354
$69.43 - $85.6 $302K - $373K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on Apr 11, 2022
3,917
$118.44 - $131.22 $464K - $514K
UWM
Proshares Ultra Russell 2000

ETFs
Q4 2021 Filed on Feb 28, 2022
4,000
$50.53 - $66.27 $202K - $265K
HD
Home Depot, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 28, 2022
667
$326.47 - $416.18 $218K - $278K
WEC
Wec Energy Group, Inc.

Utilities
Q3 2021 Filed on Oct 12, 2021
2,815
$87.77 - $97.59 $247K - $275K
SWX
Southwest Gas Holdings, Inc.

Utilities
Q3 2021 Filed on Oct 12, 2021
2,878
$66.04 - $72.92 $190K - $210K
CMCSA
Comcast Corp

Communication Services
Q3 2021 Filed on Oct 12, 2021
3,580
$54.75 - $61.75 $196K - $221K
Anworth Mtg Asset Corp
Q1 2021 Filed on Apr 23, 2021
142,610
N/A
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q1 2021 Filed on Apr 23, 2021
3,391
$95.63 - $110.08 $324K - $373K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q3 2020 Filed on Dec 01, 2020
3,403
$60.44 - $62.21 $206K - $212K
VTC
Vanguard Scottsdale Fds Total

ETFs
Q3 2020 Filed on Dec 01, 2020
10,319
$91.92 - $94.6 $949K - $976K
IVE
Ishares S&P 500 Value ETF

ETFs
Q3 2020 Filed on Dec 01, 2020
2,346
$106.77 - $118.22 $250K - $277K
EPP
Ishares Inc

ETFs
Q3 2020 Filed on Dec 01, 2020
57,145
$40.07 - $42.95 $2.29M - $2.45M
PBT
Permian Basin Royalty Trust

Energy
Q3 2020 Filed on Dec 01, 2020
11,202
$2.48 - $3.5 $27.8K - $39.2K
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Dec 01, 2020
36,595
$17.91 - $18.91 $655K - $692K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q3 2020 Filed on Dec 01, 2020
14,022
$100.95 - $106.1 $1.42M - $1.49M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q3 2020 Filed on Dec 01, 2020
156,382
$16.99 - $18.73 $2.66M - $2.93M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q3 2020 Filed on Dec 01, 2020
27,924
$91.08 - $94.89 $2.54M - $2.65M
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q3 2020 Filed on Dec 01, 2020
51,993
$18.45 - $19.5 $959K - $1.01M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
Q3 2020 Filed on Dec 01, 2020
120,160
$23.4 - $23.69 $2.81M - $2.85M
Wisdomtree Tr
Q2 2020 Filed on Jul 17, 2020
135,757
N/A
SPY
Spdr S&P 500 ETF Trust

ETFs
Q2 2020 Filed on Jul 17, 2020
825
$246.15 - $323.2 $203K - $267K
Wisdomtree Tr
Q2 2020 Filed on Jul 17, 2020
135,554
N/A
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